Mezzasalma Advisors LLC Trims Stock Holdings in Eli Lilly and Company $LLY

Mezzasalma Advisors LLC trimmed its stake in Eli Lilly and Company (NYSE:LLY) by 11.9% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 4,727 shares of the company’s stock after selling 638 shares during the period. Eli Lilly and Company accounts for about 1.2% of Mezzasalma Advisors LLC’s investment portfolio, making the stock its 21st biggest holding. Mezzasalma Advisors LLC’s holdings in Eli Lilly and Company were worth $5,107,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also recently modified their holdings of the stock. 10Elms LLP boosted its holdings in Eli Lilly and Company by 33.3% during the 3rd quarter. 10Elms LLP now owns 40 shares of the company’s stock valued at $31,000 after acquiring an additional 10 shares during the period. M.E. Allison & CO. Inc. boosted its position in Eli Lilly and Company by 0.7% in the 4th quarter. M.E. Allison & CO. Inc. now owns 1,477 shares of the company’s stock valued at $1,587,000 after buying an additional 10 shares during the period. Bridgewater Advisors Inc. lifted its holdings in shares of Eli Lilly and Company by 0.3% in the 3rd quarter. Bridgewater Advisors Inc. now owns 3,955 shares of the company’s stock worth $3,018,000 after buying an additional 11 shares during the period. Manske Wealth Management lifted its holdings in shares of Eli Lilly and Company by 2.5% in the 3rd quarter. Manske Wealth Management now owns 448 shares of the company’s stock worth $342,000 after buying an additional 11 shares during the period. Finally, Verus Wealth Management LLC lifted its holdings in shares of Eli Lilly and Company by 3.3% in the 4th quarter. Verus Wealth Management LLC now owns 343 shares of the company’s stock worth $369,000 after buying an additional 11 shares during the period. 82.53% of the stock is owned by hedge funds and other institutional investors.

Eli Lilly and Company Stock Performance

Eli Lilly and Company stock opened at $952.24 on Thursday. The firm has a market capitalization of $899.69 billion, a P/E ratio of 41.49, a P/E/G ratio of 1.09 and a beta of 0.51. The stock has a fifty day moving average price of $987.31 and a two-hundred day moving average price of $973.10. The company has a debt-to-equity ratio of 1.54, a current ratio of 1.58 and a quick ratio of 1.19. Eli Lilly and Company has a 52-week low of $623.78 and a 52-week high of $1,133.95.

Eli Lilly and Company (NYSE:LLY) last announced its earnings results on Wednesday, February 4th. The company reported $7.54 earnings per share for the quarter, beating analysts’ consensus estimates of $7.48 by $0.06. Eli Lilly and Company had a return on equity of 102.94% and a net margin of 31.66%.The company had revenue of $19.29 billion during the quarter, compared to analyst estimates of $17.85 billion. During the same period last year, the company posted $5.32 earnings per share. The firm’s quarterly revenue was up 42.6% compared to the same quarter last year. Eli Lilly and Company has set its FY 2026 guidance at 33.500-35.000 EPS. As a group, analysts anticipate that Eli Lilly and Company will post 23.48 EPS for the current fiscal year.

Key Eli Lilly and Company News

Here are the key news stories impacting Eli Lilly and Company this week:

• Positive Sentiment: FDA approval and commercial setup: Lilly secured approval for its oral weight‑loss drug Foundayo and management says production is ready to scale, supporting near‑term revenue upside from obesity treatments. Great News for Eli Lilly Stock Investors!
• Positive Sentiment: Buy arguments and analyst support: multiple bullish writeups (including a “3 Reasons To Buy” piece and a modest price‑target raise after approval) highlight durable cash flows from GLP‑1 drugs and refreshed upside assumptions. 3 Reasons To Buy Eli Lilly Now Price Target Raised After FDA Approval
• Positive Sentiment: Pipeline diversification: Lilly amended its collaboration with AC Immune to advance next‑generation tau inhibitors toward IND‑enabling studies in 2026, expanding long‑term Alzheimer’s/neurodegeneration exposure beyond metabolic drugs. Eli Lilly Extends AC Immune Tau Pact
• Neutral Sentiment: Investor attention and commentary: Zacks and other outlets note heavy investor interest and that Lilly has lagged recent market gains despite its headline activity — useful context for short‑term volume/volatility. Eli Lilly (LLY) Ascends But Remains Behind Market
• Negative Sentiment: Competitive pricing pressure: Novo Nordisk launched a higher‑dose Wegovy at a significantly lower cash price than Lilly’s Zepbound/Foundayo positioning, creating margin and market‑share risks in the obesity market. Novo Nordisk Unveils $399 Wegovy HD
• Negative Sentiment: Analyst downgrade / short‑term sell pressure: reports show at least one analyst downgrade that pushed intraday selling and headlines about the stock dipping after the new approval, reflecting investor sensitivity to competition and side‑effect narratives. Trading Down on Analyst Downgrade Stock Dips Following FDA Approval
• Negative Sentiment: Valuation/forecast adjustments: at least one research note trimmed fair‑value assumptions slightly while leaving a high base case, underscoring debates over how much obesity/diabetes upside is already priced in. Obesity & Diabetes Story Reframes Investment Narrative

Analyst Upgrades and Downgrades

A number of brokerages recently weighed in on LLY. UBS Group restated a “buy” rating on shares of Eli Lilly and Company in a research note on Wednesday, March 18th. HSBC cut shares of Eli Lilly and Company from a “hold” rating to a “reduce” rating and decreased their target price for the company from $1,070.00 to $850.00 in a research report on Tuesday, March 17th. Truist Financial reiterated a “buy” rating on shares of Eli Lilly and Company in a research note on Monday, February 23rd. Rothschild & Co Redburn increased their price target on Eli Lilly and Company from $775.00 to $830.00 and gave the company a “neutral” rating in a research note on Monday, January 26th. Finally, Argus increased their price target on Eli Lilly and Company from $930.00 to $1,200.00 and gave the company a “buy” rating in a research note on Monday, February 9th. Two investment analysts have rated the stock with a Strong Buy rating, twenty-three have issued a Buy rating, four have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $1,222.22.

Eli Lilly and Company Profile

Eli Lilly and Company (NYSE: LLY) is a global pharmaceutical company founded in 1876 and headquartered in Indianapolis, Indiana. The company researches, develops, manufactures and commercializes a broad range of medicines and therapies for patients worldwide. Eli Lilly maintains operations and commercial presence across North America, Europe, Asia and other regions, serving both developed and emerging markets. The company has been led in recent years by President and Chief Executive Officer David A.